The Certified Planner Board of Standards asked that I be in touch with you about an opinion study among people who have inquired or taken some steps toward CFP® certification.
Each participant will receive $150 as our thank you for taking part in a 30-45 minute discussion with a professional interviewer, conducted online on a day and time convenient to them!
Your answers will be held strictly confidential, and you will not be asked to purchase or sign-up for anything or do anything related to CFP® certification.
Please tap on the red bar above and answer the brief questions to let me know you are interested.
We are seeking people with a variety of experiences and interests. I will be in touch with you after receiving your answers if you are a match for one of our openings.
